See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,952 | $138,562+3.9% | $246,525-41.6% | $116,875+23.2% |
| Participation rate | 93.4% | 72.8%+20.6pp | 82.0%+11.5pp | 74.5%+18.9pp |
| Annual return | 12.61% | 16.14%-3.5pp | 0.46%+12.2pp | 16.29%-3.7pp |
| Employer contribution / active EE | $10,205 | $4,835+111.1% | $7,467+36.7% | $3,288+210.4% |
| Participant deferral / active EE | $2,639 | $4,207-37.3% | $5,422-51.3% | $3,885-32.1% |
| Admin fee / account holder | $4,270 | $18,110-76.4% | $16,551-74.2% | $12,263-65.2% |